Multi Asset Maximiser Reviews


Our Annual Review Packs and Illustrations provide an overview of the performance experienced since commencement, as well as approximate future projections based on current assumptions, interest rates and trader aims. We are able to provide Illustrations based upon alternative assumptions upon request.

Once completed, we liaise with the IFA to ascertain the level of withdrawals to be taken from the Portfolio until the next Annual Review.

You will find further details on this system and our Annual Review process for Multi Asset Maximisers in our Multi-Asset Maximiser Annual Review Information BrochurePDFopen in new window(973 KB)

Should you require any further information please contact the Reviews Team using the Contact Us section.